British Land Company Plc (BLND) Q2 2026 Earnings Call

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WEBVTT 00:00:00.031 -- 00:00:05.198 results you will have noticed quite a few changes on the campus over the last year 00:00:05.198 -- 00:00:09.744 since we were last here and if you do get a little bit of time after the presentation 00:00:09.744 -- 00:00:14.771 do check out the retail underneath one broad gate it launched last week and 00:00:14.771 -- 00:00:20.158 it's already 90 percent Latin under offer which is a pretty good place to be So 00:00:20.158 -- 00:00:24.105 in terms of today's agenda, I'll start with an overview. 00:00:24.105 -- 00:00:29.113 David will take you through the first half performance and also our earnings levers. 00:00:29.113 -- 00:00:33.640 And then Kelly will look at our strong leasing and accretive asset management over the 00:00:33.640 -- 00:00:38.848 period. But before I hand over to David, I'd like to take a step back and look at what's 00:00:38.848 -- 00:00:42.611 driving the future performance of the business. 00:00:43.197 -- 00:00:48.302 At the heart of this is the decision we took nearly five years ago to build a 00:00:48.302 -- 00:00:52.426 market-leading position in campuses and retail parks. 00:00:52.426 -- 00:00:56.310 Together, these now represent 90% of our business. 00:00:56.310 -- 00:01:00.233 These are sectors with strong occupational fundamentals. 00:01:00.233 -- 00:01:05.719 Demand's healthy, supply is constrained, and rents are very affordable. 00:01:05.719 -- 00:01:08.241 The investment market is waking up to this. 00:01:08.241 -- 00:01:12.830 Investors are increasing their allocations to both retail and offices. 00:01:12.830 -- 00:01:15.915 and we're very well placed to capitalise on this. 00:01:15.915 -- 00:01:20.902 That's down to the quality of the assets, the experience of our team, and our value-add 00:01:20.902...